Parallel Advisors’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History

Parallel Advisors’s Portfolio IBMK Stock Details IBMK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-1,157	Closed	-$30K	–	3597
2022 Q3	$30K	Buy	+1,157	New	+$30K	﹤0.01%	1508
2022 Q1	–	Sell	-897	Closed	-$23K	–	3404
2021 Q4	$23K	Hold	897	–	–	﹤0.01%	1724
2021 Q3	$23K	Hold	897	–	–	﹤0.01%	1674
2021 Q2	$24K	Hold	897	–	–	﹤0.01%	1596
2021 Q1	$24K	Hold	897	–	–	﹤0.01%	1506
2020 Q4	$24K	Hold	897	–	–	﹤0.01%	1408
2020 Q3	$24K	Hold	897	–	–	﹤0.01%	1378
2020 Q2	$23K	Hold	897	–	–	﹤0.01%	1364
2020 Q1	$23K	Hold	897	–	–	﹤0.01%	1262
2019 Q4	$23K	Hold	897	–	–	﹤0.01%	1345
2019 Q3	$23K	Hold	897	–	–	﹤0.01%	1303
2019 Q2	$23K	Hold	897	–	–	﹤0.01%	1227
2019 Q1	$23K	Hold	897	–	–	﹤0.01%	1156
2018 Q4	$22K	Hold	897	–	–	﹤0.01%	1020
2018 Q3	$23K	Buy	+897	New	+$22.9K	﹤0.01%	1096

Other funds holding IBMK

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

TimeScale Financial Danvers, Massachusetts $463M AUM 12.48% 1-Year Est. Return

Parallel Advisors's IBMK Position: Q4 2022 in Review

Parallel Advisors sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q4 2022, closing a stake of 1,157 shares — an estimated $30K sold.

Parallel Advisors first reported a position in IBMK in Q3 2018 and held it in 15 quarters. The position peaked at $30K in Q3 2022. 2 funds tracked by Wall St. Rank hold IBMK as of Q4 2022.

Parallel Advisors reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q4 2022 after selling out during the quarter.
Parallel Advisors sold 1,157 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q4 2022, an estimated $30K.
Parallel Advisors first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q3 2018 and held it in 15 quarters.
Parallel Advisors's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $30K in Q3 2022.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Muni Bond ETF as of Q4 2022.

Based on Parallel Advisors's 13F filing for Q4 2022, filed 6 Feb 2023.